One Click Reports
Published: August 27, 2020 / Last Update: November 22, 2023
by Janet Bargewell, GiveDirect Support
What are One Click Reports?
One Click Reports are those reports that many of our clients say they need on a frequent basis.
The most commonly used are at the top of the list: Today's Transactions, Yesterday's Transactions, This Month's Transactions and Last Month's Transactions.
You will also find the Totals Summary Report, Donor Year-End Summary Report, Contacts Report, Gift Dedication Report and more.
How do I access the One Click Reports?
You will find the One Click Reports on the main menu of the Control Panel...
Or at the top of the pages for Transaction Reports and Recurring Payments.
What Types of Reports Will I Find?
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The Totals Summary Report provides a quick look at valuable statistical and financial data for the period you identify.
The information is presented in summary format by active form.
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The Donor Year-End Summary Report consists of an email letter and an attachment listing all transactions for the year. Both are customizable using the built-in content editors. You can send a single statement or a batch for the year.
Please see the related article Donor Year-End Statement for more information.
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Need to import donors into a mail list? The Contacts Report (or unique donor list) is the report for you. View a list of all your donors with contact info. Separate donors by one time or recurring.
Note: Donors are pulled by email address, so it is possible to have a donor listed more than once if the donor has made a donation using different email addresses.
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If you send letters for donations made in memory or in honor of someone, you will find the Gift Dedication Report invaluable. With one click you will see all donations that include a request for a tribute notification letter or email on a single page.
I Need A Report Not In The List
If you find there is a particular style of report that you use on a monthly basis, but that is not currently offered, let us know. If we can create it for you, we would be pleased to do so. Contact us and let us know of your request.